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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Archford Capital Strategies, LLC

Quarter ended Q1 2023 · Filed January 26, 2023 · Accession 0001951757-23-000071

Total Value
$434.9M
Positions
272
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (272)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD GROWTH ETF92290873678,785$16.8M3.86%
2VANGUARD VALUE ETF922908744115,246$16.2M3.72%
3ISHARES CORE MSCI EAFE ETF46432F842259,761$16.0M3.68%
4VANGUARD TOTAL BOND MARKET ETF921937835157,090$11.3M2.59%
5MICROSOFT CORP COMMSFT46,701$11.2M2.58%
6ISHARES 1-3 YEAR TREASURY BOND ETF464287457126,709$10.3M2.36%
7VANGUARD SHORT-TERM BOND ETF921937827129,776$9.8M2.25%
8VANGUARD SMALL CAP VALUE ETF92290861146,518$7.4M1.70%
9APPLE INC COMAAPL55,820$7.3M1.67%
10VANGUARD DIVIDEND APPRECIATION ETF92190884444,612$6.8M1.56%
11VANECK MORNINGSTAR WIDE MOAT ETF92189F64399,358$6.4M1.48%
12VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF92194681086,133$6.0M1.38%
13ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B68993,414$5.9M1.37%
14ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF464286533110,737$5.9M1.35%
15VISA INC COM CL AV27,783$5.8M1.33%
16SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF808524755188,071$5.5M1.26%
17VANGUARD INTERMEDIATE-TERM TREASURY ETF92206C70692,886$5.4M1.25%
18INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETFIVZ126,052$5.4M1.24%
19JPMORGAN ULTRA-SHORT INCOME ETF46641Q837106,894$5.4M1.23%
20VANGUARD INFORMATION TECHNOLOGY ETF92204A70216,669$5.3M1.22%
21ISHARES EXPONENTIAL TECHNOLOGIES ETF46434V381107,564$5.1M1.17%
22ISHARES SHORT TREASURY BOND ETF46428867945,837$5.0M1.16%
23VANGUARD FTSE EMERGING MARKETS ETF922042858125,338$4.9M1.12%
24FINANCIAL SELECT SECTOR SPDR FUND81369Y605134,878$4.6M1.06%
25SCHWAB US DIVIDEND EQUITY ETF80852479759,768$4.5M1.04%
26VANGUARD SMALL-CAP GROWTH ETF92290859521,240$4.3M0.98%
27PAYLOCITY HLDG CORP COMPCTY21,762$4.2M0.97%
28VANGUARD FTSE DEVELOPED MARKETS ETF921943858100,555$4.2M0.97%
29BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A12,159$3.8M0.86%
30PAYCOM SOFTWARE INC COMPAYC11,859$3.7M0.85%
31STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF00775Y645143,417$3.3M0.76%
32ISHARES TIPS BOND ETF46428717630,681$3.3M0.75%
33ISHARES CORE S&P 500 ETF4642872008,303$3.2M0.73%
34UNITEDHEALTH GROUP INC COMUNH5,951$3.2M0.73%
35GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETFNVGLF108,172$3.1M0.70%
36EXXON MOBIL CORP COMXOM25,736$2.8M0.65%
37ALPHABET INC CAP STK CL AGOOG31,465$2.8M0.64%
38LOCKHEED MARTIN CORP COMLMT5,335$2.6M0.60%
39MASTERCARD INCORPORATED CL AMA7,331$2.5M0.59%
40AMERISOURCEBERGEN CORP COMCOR15,231$2.5M0.58%
41WALMART INC COMWMT17,732$2.5M0.58%
42ISHARES IBONDS DEC 2023 TERM CORPORATE ETF46434VAX897,599$2.4M0.56%
43HOME DEPOT INC COMHD7,709$2.4M0.56%
44JPMORGAN CHASE & CO COMVYLD17,364$2.3M0.54%
45SPDR S&P GLOBAL NATURAL RESOURCES ETF78463X54139,643$2.3M0.52%
46AMAZON COM INC COMAMZN26,856$2.3M0.52%
47ENBRIDGE INC COMENNPF54,247$2.1M0.49%
48IQVIA HLDGS INC COMIQV10,230$2.1M0.48%
49NEXTERA ENERGY INC COMNEE-PW25,025$2.1M0.48%
50PEPSICO INC COMPEP11,066$2.0M0.46%
51ALPHABET INC CAP STK CL CGOOG22,494$2.0M0.46%
52ISHARES IBONDS DEC 2024 TERM CORPORATE ETF46434VBG481,036$2.0M0.46%
53BOOKING HOLDINGS INC COMBKNG981$2.0M0.45%
54ISHARES CORE AGGRESSIVE ALLOCATION ETF46428985932,736$2.0M0.45%
55SNAP ON INC COMSNA8,432$1.9M0.44%
56BILL COM HLDGS INC COMBILL17,000$1.9M0.43%
57TEXAS INSTRS INC COM88250810411,184$1.8M0.42%
58BROADCOM INC COMAVGO3,286$1.8M0.42%
59ELEVANCE HEALTH INC COMELV3,555$1.8M0.42%
60PROCTER AND GAMBLE CO COM74271810911,882$1.8M0.41%
61JOHNSON & JOHNSON COMJNJ10,129$1.8M0.41%
62SCHWAB CHARLES CORP COMSCHW-PJ21,439$1.8M0.41%
63UNILEVER PLC SPON ADR NEWUNLYF35,383$1.8M0.41%
64UNION PAC CORP COMUNP8,328$1.7M0.40%
65PHILIP MORRIS INTL INC COM71817210916,595$1.7M0.39%
66VANGUARD SHORT-TERM CORPORATE BOND ETF92206C40922,183$1.7M0.38%
67JPMORGAN EQUITY PREMIUM INCOME ETF46641Q33230,448$1.7M0.38%
68PFIZER INC COMPFE32,175$1.6M0.38%
69ABBVIE INC COMABBV10,100$1.6M0.38%
70ENERGY SELECT SECTOR SPDR FUND81369Y50618,431$1.6M0.37%
71REGIONS FINANCIAL CORP NEW COMRF-PF73,504$1.6M0.36%
72ISHARES IBONDS DEC 2025 TERM CORPORATE ETF46434VBD163,539$1.5M0.36%
73SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF78468R64839,063$1.5M0.35%
74ISHARES NATIONAL MUNI BOND ETF46428841414,348$1.5M0.35%
75COSTCO WHSL CORP NEW COM22160K1053,281$1.5M0.34%
76VALERO ENERGY CORP COMVLO11,721$1.5M0.34%
77LILLY ELI & CO COMLLY3,921$1.4M0.33%
78THERMO FISHER SCIENTIFIC INC COMTMO2,587$1.4M0.33%
79SPDR S&P 500 ETF TRUSTSPY3,708$1.4M0.33%
80TARGET CORP COMTGT8,989$1.3M0.31%
81AMGEN INC COMAMGN5,083$1.3M0.31%
82GENERAL DYNAMICS CORP COMGD5,326$1.3M0.30%
83PAYCOR HCM INC COM70435P10253,884$1.3M0.30%
84NOVARTIS AG SPONSORED ADRNVSEF14,410$1.3M0.30%
85CHEVRON CORP NEW COMCVX7,280$1.3M0.30%
86ISHARES MSCI ACWI ETF46428825715,375$1.3M0.30%
87INTUIT COMINTU3,296$1.3M0.29%
88MCDONALDS CORP COMMCD4,785$1.3M0.29%
89ISHARES IBONDS DEC 2028 TERM CORPORATE ETF46435U51550,333$1.2M0.28%
90SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF78464A35918,874$1.2M0.28%
91ARK INNOVATION ETF00214Q10437,431$1.2M0.27%
92ISHARES IBONDS DEC 2027 TERM CORPORATE ETF46435UAA949,668$1.2M0.27%
93ISHARES IBONDS DEC 2029 TERM CORPORATE ETF46436E20552,332$1.2M0.27%
94WELLS FARGO CO NEW COM94974610127,718$1.1M0.26%
95ISHARES IBONDS DEC 2026 TERM CORPORATE ETF46435GAA048,861$1.1M0.26%
96ISHARES IBONDS DEC 2030 TERM CORPORATE ETF46436E72654,850$1.1M0.26%
97ISHARES RUSSELL 2000 ETF4642876556,473$1.1M0.26%
98LOWES COS INC COM5486611075,663$1.1M0.26%
99INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETFIVZ25,611$1.1M0.26%
100BLACKROCK INC COMBLK1,562$1.1M0.25%
101VANGUARD TOTAL WORLD STOCK ETF92204274212,677$1.1M0.25%
102ARISTA NETWORKS INC COMANET8,973$1.1M0.25%
103HONEYWELL INTL INC COM4385161065,060$1.1M0.25%
104VERIZON COMMUNICATIONS INC COMVZ26,844$1.1M0.24%
105NVIDIA CORPORATION COMNVDA7,167$1.0M0.24%
106CARMAX INC COMKMX16,508$1.0M0.23%
107ISHARES CORE U.S. AGGREGATE BOND ETF46428722610,284$997,4450.23%
108INTERNATIONAL BUSINESS MACHS COMINTR6,956$980,0930.23%
109INVESCO QQQ TRUSTIVZ3,641$969,5250.22%
110BRISTOL-MYERS SQUIBB CO COMCELG-RI13,153$946,3390.22%
111UNITED PARCEL SERVICE INC CL BUPS5,442$945,9570.22%
112COMCAST CORP NEW CL ACCZ26,606$930,4120.21%
113GENUINE PARTS CO COMGPC5,325$923,9670.21%
114BECTON DICKINSON & CO COMBDX3,608$917,5140.21%
115ISHARES MSCI USA MIN VOL FACTOR ETF46429B69712,617$909,7010.21%
116APPLIED MATLS INC COM0382221059,314$906,9970.21%
117VANGUARD HIGH DIVIDEND YIELD INDEX ETF9219464068,373$906,0630.21%
118BANK NEW YORK MELLON CORP COM06405810019,773$900,0670.21%
119ISHARES IBONDS DEC 2031 TERM CORPORATE ETF46436E48644,930$893,6580.21%
120AMEREN CORP COMAEE9,928$882,7980.20%
121FASTENAL CO COMFAST18,593$879,8240.20%
122COCA COLA CO COMKO13,788$877,0420.20%
123DISNEY WALT CO COM25468710610,075$875,3040.20%
124ANALOG DEVICES INC COMADI5,292$868,0470.20%
125EBAY INC. COMEBAY20,880$865,8940.20%
126INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETFIVZ18,692$854,9720.20%
127CISCO SYS INC COMCSCO17,863$850,9890.20%
128AMERICAN WTR WKS CO INC NEW COM0304201035,504$838,9200.19%
129PACCAR INC COMPCAR8,446$835,9060.19%
130ISHARES SHORT-TERM NATIONAL MUNI BOND ETF4642881587,970$831,0170.19%
131HEALTH CARE SELECT SECTOR SPDR FUND81369Y2095,952$808,5790.19%
132VANGUARD SHORT-TERM TREASURY ETF92206C10213,916$804,6230.19%
133EMERSON ELEC CO COMEMR8,359$802,9660.18%
134FISERV INC COMFISV7,882$796,6340.18%
135VANGUARD TAX-EXEMPT BOND ETF92290774615,672$775,6070.18%
136ISHARES RUSSELL 1000 GROWTH ETF4642876143,600$771,2640.18%
137DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES25459Y20711,890$758,9330.17%
138MCKESSON CORP COMMCK2,019$757,3670.17%
139FIDELITY NATL INFORMATION SVCS COM31620M10611,141$755,9170.17%
140KIMBERLY-CLARK CORP COMKMB5,526$750,0970.17%
141GENERAL MLS INC COM3703341048,906$746,7470.17%
142DUKE ENERGY CORP NEW COM NEWDUKB7,186$740,0860.17%
143SOUTHERN CO COMSOMN10,300$735,5310.17%
144ISHARES CORE GROWTH ALLOCATION ETF46428986715,422$727,3190.17%
145DANAHER CORPORATION COM2358511022,703$717,3020.16%
146GLOBAL X CLOUD COMPUTING ETF37954Y44244,489$713,1540.16%
147ADOBE SYSTEMS INCORPORATED COMADBE2,119$713,1070.16%
148TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391009,570$712,8690.16%
149NETFLIX INC COMNFLX2,410$710,6610.16%
150DOMINION ENERGY INC COMD11,517$706,1940.16%
151TERADYNE INC COMTER8,056$703,6920.16%
152SANOFI SPONSORED ADRSNYNF14,403$697,5370.16%
153AT&T INC COMT-PC37,400$688,5360.16%
154GILEAD SCIENCES INC COMGILD8,017$688,2950.16%
1553M CO COMMMM5,713$685,0900.16%
156PRICE T ROWE GROUP INC COMTROW6,265$683,3020.16%
157MERCK & CO INC COMMRK6,138$681,0110.16%
158CONSTELLATION BRANDS INC CL ASTZ2,937$680,6500.16%
159UBER TECHNOLOGIES INC COMUBER27,503$680,1490.16%
160RAYTHEON TECHNOLOGIES CORP COMRTX6,726$678,7880.16%
161REALTY INCOME CORP COMO10,620$673,6030.15%
162ISHARES IBONDS DEC 2032 TERM CORPORATE ETF46436E31227,410$662,7740.15%
163SPROUT SOCIAL INC COM CL ASPT11,650$657,7590.15%
164GLOBAL PMTS INC COM37940X1026,570$652,5320.15%
165ABB LTD SPONSORED ADRABLZF21,284$648,3110.15%
166SS&C TECHNOLOGIES HLDGS INC COMSSNC12,441$647,6780.15%
167ZOETIS INC CL AZTS4,356$638,3720.15%
168FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND33738R11813,195$630,4770.14%
169ISHARES ESG AWARE MSCI USA ETF46435G4257,423$629,1410.14%
170CVS HEALTH CORP COMCVS6,715$625,7710.14%
171PACIFIC BIOSCIENCES CALIF INC COM69404D10873,479$601,0580.14%
172ISHARES RUSSELL 1000 VALUE ETF4642875983,933$596,4390.14%
173SALESFORCE INC COMCRM4,433$587,7710.14%
174WORKDAY INC CL AWDAY3,477$581,8060.13%
175PRINCIPAL FINANCIAL GROUP INC COMPFG6,913$580,1060.13%
176ISHARES MSCI EAFE ETF4642874658,793$577,1730.13%
177CONSOLIDATED EDISON INC COMED6,039$575,5650.13%
178ORACLE CORP COMORCL-PD7,040$575,4500.13%
179SPDR S&P KENSHO CLEAN POWER ETF78468R6556,973$571,8670.13%
180MICROCHIP TECHNOLOGY INC. COMMCHPP8,083$567,8310.13%
181KEYSIGHT TECHNOLOGIES INC COMKEYS3,311$566,4130.13%
182ALTRIA GROUP INC COMMO12,098$552,9860.13%
183ASTRAZENECA PLC SPONSORED ADRAZN8,082$547,9350.13%
184GLOBAL X CYBERSECURITY ETF37954Y38426,145$542,4990.12%
185CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y4074,191$541,3100.12%
186DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES25459W45855,933$540,8720.12%
187GALLAGHER ARTHUR J & CO COM3635761092,842$535,8450.12%
188CUMMINS INC COMCMI2,195$531,9470.12%
189COMMERCE BANCSHARES INC COMCBSH7,795$530,6060.12%
190ENERGY TRANSFER L P COM UT LTD PTNET-PI44,611$529,5330.12%
191AMERICAN EXPRESS CO COMAXP3,535$522,2960.12%
192JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q65410,331$522,0770.12%
193GLOBAL X INTERNET OF THINGS ETF37954Y78018,047$521,7360.12%
194PENN ENTERTAINMENT INC COMPENN17,366$515,7700.12%
195GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF37954Y62425,926$515,1560.12%
196GLOBAL X MILLENNIAL CONSUMER ETF37954Y76419,678$513,5870.12%
197ECOLAB INC COMECL3,508$510,6240.12%
198COLGATE PALMOLIVE CO COMCL6,382$502,8530.12%
199CLOROX CO DEL COMCLX3,542$497,0350.11%
200SPDR PORTFOLIO S&P 500 ETF78464A85410,987$494,1740.11%
201GLOBAL X FINTECH ETF37954Y81425,318$487,3620.11%
202SNOWFLAKE INC CL ASNOW3,392$486,8880.11%
203KINDER MORGAN INC DEL COMEP-PC26,284$475,2150.11%
204ABBOTT LABS COMABLZF4,275$469,3700.11%
205BERKSHIRE HATHAWAY INC DEL CL ABRK-A1$468,7110.11%
206DEERE & CO COMDE1,082$463,9180.11%
207WASTE MGMT INC DEL COM94106L1092,930$459,6370.11%
208PROLOGIS INC. COMPLDGP4,065$458,2470.11%
209OMNICOM GROUP INC COMOMC5,512$449,6140.10%
210CATERPILLAR INC COMCAT1,850$443,1810.10%
211BHP GROUP LTD SPONSORED ADSBHPLF7,112$441,3000.10%
212BANK MONTREAL QUE COM0636711014,830$437,6240.10%
213AUTODESK INC COMADSK2,282$426,4370.10%
214ZSCALER INC COMZS3,771$421,9750.10%
215INTERNATIONAL PAPER CO COM46014610311,453$396,6030.09%
216INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7043,953$388,2240.09%
217ISHARES MSCI EMERGING MARKETS ETF46428723410,188$386,1250.09%
218AIR PRODS & CHEMS INC COMAIIR1,248$384,7080.09%
219ISHARES CORE MODERATE ALLOCATION ETF46428987510,002$380,1760.09%
220INTEL CORP COMINTC14,243$376,4420.09%
221ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF46435U69714,027$361,1950.08%
222ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF46435U43213,669$360,4520.08%
223ISHARES IBONDS DEC 2023 TERM MUNI BOND ETF46435G31814,166$359,1080.08%
224ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF46435U32513,989$351,0540.08%
225ASML HOLDING N V N Y REGISTRY SHSASMLF630$344,2480.08%
226ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF46435U28313,696$343,4270.08%
227ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF46435U25913,564$341,9480.08%
228GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF37954Y71516,350$336,0020.08%
229ISHARES U.S. TREASURY BOND ETF46429B26714,508$329,6240.08%
230VANGUARD MID-CAP GROWTH ETF9229085381,804$324,2870.07%
231LYONDELLBASELL INDUSTRIES N V SHS - A -LYB3,834$318,3570.07%
232PROSHARES ULTRAPRO QQQ74347X83118,375$317,8880.07%
233NORTHERN TR CORP COMNTRSO3,530$312,3850.07%
234SPDR GOLD SHARESGLD1,800$305,3520.07%
235BRITISH AMERN TOB PLC SPONSORED ADR1104481077,554$302,0200.07%
236HASBRO INC COMHAS4,890$298,3390.07%
237VANGUARD CONSUMER STAPLES ETF92204A2071,476$282,7570.07%
238QUALCOMM INC COMQCOM2,554$280,7870.06%
239FABRINET SHSFN2,162$277,2120.06%
240ISHARES RUSSELL TOP 200 GROWTH ETF4642894382,276$274,3260.06%
241ENTERGY CORP NEW COMENO2,376$267,3000.06%
242GLOBAL X VIDEO GAMES & ESPORTS ETF37954Y39214,234$266,8860.06%
243NUTRIEN LTD COMNTR3,605$263,0310.06%
244BLOCK INC CL ABSQKZ4,133$259,7180.06%
245WPP PLC NEW ADRWPPGF5,180$254,6490.06%
246GLOBAL X GENOMICS & BIOTECHNOLOGY ETF37954Y43419,868$251,3300.06%
247BOEING CO COMBA-PA1,307$248,8900.06%
248ALNYLAM PHARMACEUTICALS INC COMALNY1,041$247,3940.06%
249GLOBAL X SOCIAL MEDIA ETF37950E4167,897$244,8150.06%
250AMERICAN ELEC PWR CO INC COM0255371012,559$242,9770.06%
251VANGUARD FINANCIALS ETF92204A4052,853$236,0290.05%
252SPDR S&P AEROSPACE & DEFENSE ETF78464A6312,086$229,5680.05%
253AUTOMATIC DATA PROCESSING INC COMADP959$229,0670.05%
254ARK GENOMIC REVOLUTION ETF00214Q3028,048$227,2060.05%
255UIPATH INCPATH17,674$224,6370.05%
256VANGUARD INDUSTRIALS ETF92204A6031,184$216,2460.05%
257PALANTIR TECHNOLOGIES INC CL APLTR32,995$211,8280.05%
258CROWN CASTLE INC COMCCI1,556$211,0560.05%
259FREEPORT-MCMORAN INC CL BFCX5,463$207,5940.05%
260NEWMONT CORP COMNEMCL4,379$206,6890.05%
261SPDR BLOOMBERG HIGH YIELD BOND ETF78468R6222,260$203,4310.05%
262SPDR S&P SEMICONDUCTOR ETF78464A8621,204$201,3500.05%
263NUVEEN QUALITY MUNCP INCOME FD COMNU16,604$195,9270.05%
264PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN72650310511,574$136,1100.03%
265VECTOR GROUP LTD COM92240M10811,303$134,0510.03%
266ORIGIN MATERIALS INC COMORGNW28,536$131,5510.03%
267BIONANO GENOMICS INC COMBNGO79,483$116,0450.03%
268VUZIX CORP COM NEWVUZI18,661$67,9260.02%
2698X8 INC NEW COM28291410010,000$43,2000.01%
270APPHARVEST INC COM03783T10336,209$20,5450.00%
271ORGANIGRAM HLDGS INC COM68620P10116,600$13,4780.00%
272PLURI INC COMPLUR13,091$12,3070.00%